This section allows you to categorize and organize a single transaction entry.

Organize your cash transaction:

• Click on the Select Category to open up the drop down list of category options.

• If applicable, enter the payee of your cash transaction.

• Per your preference, you may enter a number or name as an internal reference.

• Enter tags so you can easily categorize and find your entry.

• There is only one option for its status: “Projected.” This allows you to complete a projection of your cash flow during varying intervals of time.

For example, your entry could look like this:

• Lastly, click on the blue Generate button to complete your entry.
• If you make a mistake and need to start all over again, simply click the yellow Clear All button.